Follow the steps below to have a state return removed or deleted from the Tax Return Summary page:
- Go to the State Section
- There is a red delete icon next to all the states. Click on any of the icons that is next to the state you would wish to delete.
- Just to confirm whether you intend to delete the state return, you will be asked to confirm your choice by selecting the DELETE option offered.
Take note that you cannot recover a state return once deleted. Should you wish to include the deleted state return, you will have to re-enter the information required.
On ProWeb, tax returns are not entirely deleted; rather, they are deactivated. The steps followed to deactivate a tax return are quite simple:
- Go to the Welcome menu
- Then go to Client Search from where you will look for the desired return
- Select Tools
- From the resultant menu, select Deactivate.
- You will then be required to confirm the deactivation by clicking Yes.
The only returns eligible for deactivation are those that have the “In Progress” status. Once deactivated, a return gets labelled as “Deactivated” but still remains in the client’s list.
Note: If you are using Pay-Per-Return, even the deactivated returns are added in your initial 15 returns. It is therefore important that you verify if you need to deactivate a return before you do so.